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iShares MSCI Emerging Markets ETF

1,315 hedge funds and large institutions have $26.8B invested in iShares MSCI Emerging Markets ETF in 2020 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 457 increasing their positions, 404 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 250 | Existing positions closed: 60

39% more capital invested

Capital invested by funds: $19.2B → $26.8B (+$7.58B)

35% more funds holding in top 10

Funds holding in top 10: 6588 (+23)

15% more funds holding

Funds holding: 1,1461,315 (+169)

13.84% more ownership

Funds ownership: 81.07%94.9% (+14%)

13% more repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 404

40% less call options, than puts

Call options by funds: $9.46B | Put options by funds: $15.8B

Holders
1,315
Holders Change
+169
Holders Change %
+14.75%
% of All Funds
23.27%
Holding in Top 10
88
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+35.38%
% of All Funds
1.56%
New
250
Increased
457
Reduced
404
Closed
60
Calls
$9.46B
Puts
$15.8B
Net Calls
-$6.37B
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Change in
Stake
CFN
1101
Cordasco Financial Network
Florida
$216K +$201K +4,190 New
BWP
1102
Bernardo Wealth Planning
Pennsylvania
$216K +$202K +4,197 New
FM
1103
Foster & Motley
Ohio
$213K +$198K +4,120 New
RWA
1104
Redhawk Wealth Advisors
Minnesota
$213K +$198K +4,124 New
KCM
1105
Kathmere Capital Management
Pennsylvania
$212K +$48 +1 +0%
RC
1106
Roundview Capital
New Jersey
$212K +$197K +4,104 New
SIA
1107
Stegner Investment Associates
Kentucky
$209K +$195K +4,052 New
LCM
1108
Leisure Capital Management
California
$208K +$194K +4,025 New
NL
1109
NKCFO LLC
Illinois
$207K
NP
1110
NorthRock Partners
Minnesota
$207K +$192K +3,997 New
WCM
1111
Windham Capital Management
Massachusetts
$207K +$192K +4,000 New
RTS
1112
Round Table Services
New Jersey
$207K +$193K +4,006 New
CASB
1113
Cape Ann Savings Bank
Massachusetts
$207K +$193K +4,012 New
CFS
1114
CRA Financial Services
New Jersey
$206K +$192K +3,988 New
MAG
1115
Mayfair Advisory Group
Alabama
$205K +$191K +3,977 New
RWA
1116
Ropes Wealth Advisors
Massachusetts
$203K +$183K +3,811 +3,025%
SKK
1117
Shepherd Kaplan Krochuk
Massachusetts
$203K +$189K +3,937 New
AF
1118
Advisornet Financial
Minnesota
$202K -$96.1K -1,999 -34%
PFBT
1119
Parkside Financial Bank & Trust
Missouri
$202K +$962 +20 +0.5%
BIM
1120
Baldwin Investment Management
Pennsylvania
$202K +$188K +3,900 New
IA
1121
IFG Advisors
Missouri
$202K +$188K +3,915 New
LWA
1122
LWS Wealth Advisors
New Jersey
$201K +$187K +3,880 New
VWA
1123
V Wealth Advisors
Kansas
$201K +$187K +3,880 New
MPCG
1124
Matrix Private Capital Group
New York
$199K
DWP
1125
Destiny Wealth Partners
Florida
$196K +$182K +3,792 New

EEM Hedge Fund Activity: Q4 2020 in Review

1,315 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2020, worth a combined $26.8B — up 39% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 250 funds opened new EEM positions and 60 closed out — a net gain of 190 holders — while 457 added to existing stakes and 404 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, adding an estimated $464M. The largest seller was Bank of America, cutting an estimated $428M.

  • 1,315 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2020, up from 1,146 in Q3 2020.
  • Funds reported $26.8B of iShares MSCI Emerging Markets ETF stock for Q4 2020, up 39% quarter-over-quarter.
  • 250 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2020 and 60 closed out, a net change of +190 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2020 was Varma Mutual Pension Insurance Co, an estimated $464M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2020 was Bank of America, an estimated $428M sold.

Based on aggregated 13F filings for Q4 2020.